Twelve Points Wealth Management

$2.24BAssets under management
as of Aug 2026 · SEC Form ADV
Concord, MA
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No one at Twelve Points Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $301M held · filed Dec 2024
Fidelity
Per Form ADV · $131M held · filed Dec 2024